Adam Cachero is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE, TD Ameritrade, Charles Schwab, and Applied Underwriters. He is based in Forest Lake, Minnesota. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Kelly Fellows is a financial advisor with Thrivent Investment Management in Lino Lakes, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as an election judge for the City of Lino Lakes and is a board member of Ballet Co.Laboratory, a professional ballet company and school in Saint Paul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.